Centrepoint's new platform is expected to give advisers a deeper understanding of the financial situation of their clients while enhancing adviser-client relationships.
According to Eoin McDonnell, head of technology delivery and architecture for Centrepoint, advisers will be able to use these cash flow tools either by incorporating them into their existing advice offering or provided as an additional service.
“It allows both clients and advisers to understand how their everyday cash flow affects their long term planning and funding requirements,” he added.
Moneysoft’s head of technology and commercial operations Jon Shaw said that they are looking forward to supporting Centrepoint in implementing higher value services and processes.
“We will be supporting Centrepoint advance their overall advice proposition with our technology,” Mr Shaw said.
